ACTION POINT

PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS

August 4, 2019
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS

Watch the related WEALTHTRACK episode.

LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

July 5, 2019
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

  • How much money portfolio managers have invested in their own funds is a key criteria used to judge funds
  • Significant “skin in the game” is seen as important indicator of management commitment & responsibility
  • SEC requires disclosure of managers’ investments in funds they manage

Information available:

  • – Mutual fund’s Statement of Additional Information in prospectus
  • – SEC’s electronic data gathering, analysis, and retrieval database (EDGAR)

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

June 29, 2019
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND
FIRMS YOU INVEST WITH

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Associate (CIMA)

Does the advisor:

  • Understand & agree with your objectives?
  • Pay attention to your comfort levels?
  • Have a realistic & workable plan to achieve your goals?
  • Have the same values & priorities?
  • Emphasize long-term outcomes & investments?

Watch the related WEALTHTRACK episode.

NEVER RISK GETTING CAUGHT SHORT OF CASH

June 21, 2019
NEVER RISK GETTING CAUGHT SHORT OF CASH

  • Cash is king when you need it
  • Have a stash on hand to meet emergencies & opportunities

Watch the related WEALTHTRACK episode.

TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION

June 14, 2019

TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION

Watch the related WEALTHTRACK episode.

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